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Glass Jacobson Investment Advisors’s iShares US Technology ETF IYW Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Buy
435
+1
+0.2% +$230 0.03% 246
2026
Q1 		$78.8K Hold
434
– – 0.03% 269
2025
Q4 		$86.7K Hold
434
– – 0.03% 252
2025
Q3 		$85K Hold
434
– – 0.03% 250
2025
Q2 		$75.2K Sell
434
-22
-5% -$3.33K 0.03% 252
2025
Q1 		$72.7K Hold
456
– – 0.02% 330
2024
Q4 		$72.7K Buy
456
+41
+10% +$6.49K 0.02% 330
2024
Q3 		$63K Hold
415
– – 0.02% 329
2024
Q2 		$62.5K Sell
415
-69
-14% -$9.54K 0.02% 318
2024
Q1 		$65.4K Hold
484
– – 0.02% 318
2023
Q4 		$59.4K Buy
484
+1
+0.2% +$113 0.02% 318
2023
Q3 		$50.7K Hold
483
– – 0.02% 327
2023
Q2 		$52.6K Buy
+483
New +$47.4K 0.02% 326
2022
Q4 		$35.9K Buy
+482
New +$36.9K 0.02% 369

Other funds holding IYW

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

Glass Jacobson Investment Advisors's IYW Position: Q2 2026 in Review

Glass Jacobson Investment Advisors increased its iShares US Technology ETF (IYW) stake by 0.23% in Q2 2026, buying an estimated $230 and bringing the position to 435 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #246.

Glass Jacobson Investment Advisors first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. 1,012 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Glass Jacobson Investment Advisors held 435 shares of iShares US Technology ETF worth $110K as of Q2 2026.
  • Glass Jacobson Investment Advisors bought 1 iShares US Technology ETF share in Q2 2026, an estimated $230.
  • iShares US Technology ETF made up 0.03% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #246 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,012 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.